Quantum Private Wealth’s Liberty All-Star Equity Fund USA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$169K Hold
2025
Q2
$182K Sell
2025
Q1
$240K Hold
2024
Q4
$255K Sell
2024
Q3
$332K Hold
2024
Q2
$318K Sell
2024
Q1
$391K Hold
2023
Q4
$349K Hold
2023
Q3
$324K Hold
2023
Q2
$354K Sell
2023
Q1
$463K Hold
2022
Q4
$426K Sell
2022
Q3
$553K Buy